How do you assist a client in branding their company when they are one of thousands?! This is a question we at WORK Labs have to ask with the majority of our clients. In the case of our client Money Pulse, a financial advisory company, it was more like one in 300,000.
So here it goes - developing a brand strategy that gives a voice to one in 300,000. Our approach followed the same formula we have for hundreds of clients, always with unique and disruptive results. Simply speaking, it is the discovery of the Who>What>How>Where>Did it Work process. We walked our client through an investigation of their goals, target, and message; all the while, helping us to find their voice, their mission, their soul. Through the process, we always keep our eye on the goal: to make our client uniquely appealing to their core target.
For Money Pulse, the difference was in the ultimate goal a client could expect from their advisor. The Money Pulse solution wasn't looking to simply assist in retirement. They were looking to assist their customers in living a purposeful life. We realized we wanted to highlight the quality of life in retirement over quantity. Yes, Money Pulse could help you reach your financial goals, allowing you to retire when you want to retire. But is that all the customer really wants? Isn't there more to retirement than just NOT working? What about travel? What about experiences? What about further education, altruistic endeavors? All of the things you wanted to do but put aside because of the busy schedule of a full work week. All the things you put on the back burner, saying, "someday".
WORK Labs realized, this was the detail that would help Money Pulse stand out from other financial advisement solutions. They had to help investors zero in on the things a fruitful retirement could actually give them by embodying a company that values quality over quantity.
If money were no object how would you live your life?
Set aside the material implications for a moment. Rather, consider vast possibilities of what you can see, do, create, and influence. To have the opportunity to spend your time and energy building a legacy rich in accomplishment. These are the things we spend our entire professional lives striving to make possible. The nights, the weekends, the meetings, the deals, the trips…the sacrifice. All building to the time of your life when you can stop worrying about money and start living the life you WANT to lead, not the one you HAVE to.